美国医疗保险公司莫利纳医疗保健(Molina Healthcare Inc)周四盘中股价大跌21.68%，创下近期最大单日跌幅。引发股价暴跌的主要原因是该公司大幅下调了2025年全年利润预期，反映出医疗成本上升对其业务的严重冲击。
根据公司最新公告，莫利纳医疗保健将2025年全年调整后每股收益(EPS)预期从此前的"至少19美元"大幅下调至"约14美元"，降幅超过26%。公司表示，利润预期下调主要是由于其市场业务中"前所未有的医疗成本趋势"，特别是在医疗保险(Medicare)和市场计划方面面临高于预期的医疗保健使用率压力。
这一消息不仅重创了莫利纳医疗保健的股价，也对整个医疗保险行业产生了连锁反应。其他主要保险公司如Centene、Oscar Health、联合健康集团和Elevance Health的股价也出现不同程度的下跌，反映出投资者对整个行业面临的成本压力和盈利能力的担忧。分析人士指出，这可能预示着医疗保险行业可能面临更广泛的挑战，尤其是在管理医疗成本和维持盈利能力方面。
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